2016-05-06T07:56:10-05:00 2015-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2015-01-01 431201653 NAMI NAMI 7035247600 3803 North Fairfax Drive No 100 Arlington VA 22203 David Levy Chief Financial Officer 7035247600 2016-05-05 1 Lori A Collingsworth P00639819 7038930300 2016-05-02 2015 2016-09-27 15:27:22Z Mary Giliberti 3803 North Fairfax Drive No 100 Arlington VA 22203 10720779 0 X www.nami.org X 1979 MO Dedicated to improving the lives of persons and their families living with serious mental illness. 16 16 92 94 0 0 11226125 7934069 1783555 2010067 207676 233408 156515 205183 13373871 10382727 121200 104977 0 0 6801607 6507026 0 0 1406874 3888264 4717868 10811071 11329871 2562800 -947144 13458474 11733573 2345759 1822335 11112715 9911238 X NAMI, the National Alliance on Mental Illness, is the nation's largest grassroots mental health organization dedicated to building better lives for the millions of Americans affected by mental illness. See Schedule O for full Mission. 0 0 5379020 73700 1919613 Programs & Support:NAMI's support and education programs help build better lives for the millions of people affected by mental illness. In 2015, NAMI provided in-person, no-cost peer support groups to more than 160,000 individuals and families. In addition, more than 24,000 people graduated from one of NAMI's mental health education programs. See Schedule O for Program & Support accomplishments in 2015. 1229380 16500 205183 Education & Research:NAMI's education programs help people affected by mental illness to realize their full potential, cope with the stresses of life, work productively and make meaningful contributions to the world. In addition, research is vital to advancing understanding of mental health and-one day-finding a cure for mental health conditions. Research is the ultimate source of hope for people in recovery and their families. Research is one NAMI's key pillars-NAMI advocates for more of it and demands that it get the funding it deserves. See Schedule O for Education & Research accomplishments in 2015. 1693117 14777 Policy & Advocacy:NAMI is recognized as the preeminent voice on Capitol Hill and in State Legislatures across the country advocating on behalf of those living with mental illness and their families. NAMI promotes common sense solutions to local, state and national public policy landscapes by fighting for early intervention, community support services and access to affordable mental health care. See Schedule O for Policy & Advocacy accomplishments in 2015. 8301517 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 99 0 1 92 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AK AL CA CT FL IL GA KS MA MD MN ME MI MO MS ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WI WV X X The Organization 7035247600 3803 North Fairfax Drive No 100 Arlington VA 22203 Jim Payne President 10.00 X X 0 0 0 Linda Jensen Director 10.00 X 0 0 0 Ralph Nelson 1st Vice President 10.00 X X 0 0 0 Marilyn Ricci 2nd VP, President 10.00 X X 0 0 0 Gary Mihelish Treasurer 10.00 X X 0 0 0 Lacey Berumen Director 10.00 X 0 0 0 Dorothy Hendrickson Director 10.00 X 0 0 0 Joyce Burland Director 10.00 X 0 0 0 Carol Caruso Director 10.00 X 0 0 0 Janet Edelman Director, 1st Vice President 10.00 X X 0 0 0 Dana Foglesong Secretary 10.00 X X 0 0 0 Victoria Gonzalez Director 10.00 X 0 0 0 Ron Morton Director & 2nd VP 10.00 X X 0 0 0 Gloria Walker Director 10.00 X 0 0 0 Michael Weaver Director 10.00 X 0 0 0 Jim Hayes Director 10.00 X 0 0 0 Adrienne Kennedy Director 10.00 X 0 0 0 Steve Pitman Director 10.00 X 0 0 0 Bob Spada Director 10.00 X 0 0 0 Mary Giliberti Chief Executive Officer 50.00 X 182945 0 28317 Cheri Villa Part Year Chief Operating Officer 50.00 X 70413 0 345 David Levy Chief Financial Officer 50.00 X 124819 0 25563 Charles R Harman Chief Development Officer 50.00 X 149729 0 29165 Andrew Sperling Director, Federal Policy 50.00 X 140008 0 24562 Ronald Honberg National Director, Policy and Legal Affairs 50.00 X 138830 0 16224 Katrina Gay National Director, Communications 50.00 X 127581 0 30150 Kenneth Duckworth Medical Director 20.00 X 127062 0 7606 1061387 0 161932 15 0 1 0 Mal Warwick Associates Inc 2550 Ninth St Ste 103 Berkeley CA 94710 Direct Mail Services 339372 Action Mailing & Printing Solutions 3165 W Heartland Drive Liberty MO 64068 Direct Mail Services 268876 Hilton San Francisco 330 OFarrell St San Francisco CA 941022116 Convention Site 220223 Master Print Inc 8401 Terminal Rd Newington VA 22122 Publication Fullfillment/Printing 153006 SIMPLE A 815A Brazos Street Suite 115 Austin TX 78701 Website Development 138535 8 92604 338355 7503110 73299 7934069 Walks 900099 1004569 1004569 Contracts 900099 536142 536142 Conference 611710 469356 378902 90454 2010067 106849 106849 318853 192294 126559 126559 126559 294946 145758 149188 149188 Other Revenue 900099 55995 55995 55995 10382727 2124796 0 323862 88700 88700 16277 16277 432402 308962 76899 46541 4897238 3499204 870940 527094 188958 135016 33605 20337 581344 415386 103387 62571 407084 290872 72397 43815 48054 28188 19566 300 25526 25526 33128 33128 1112252 930534 64845 116873 1086727 586323 192992 307412 288624 68693 216446 3485 721661 12848 708813 587105 512607 22332 52166 272080 247442 6757 17881 361180 361180 Temporary labor 87616 26635 51845 9136 Dues and subscriptions 76404 26257 30802 19345 Taxes and registrations 17511 5505 11956 50 Overhead allocation 0 1102068 -1281936 179868 11329871 8301517 1621480 1406874 4697929 2639346 379380 344484 87341 86287 246642 307899 2869519 2064330 1003325 805189 6995977 7502723 980 745 46900 46900 13458474 11733573 1415632 1061600 93170 20135 836957 740600 2345759 1822335 X 5790895 5836990 4521761 3285189 800059 789059 11112715 9911238 13458474 11733573 -947144 -254333 0 X X 0 1 X 1 0 X 8004972 8375875 8605802 11226125 7934069 44146843 8004972 8375875 8605802 11226125 7934069 44146843 2570260 41576583 127800 98337 97025 113210 106849 543221 37606 49188 23296 40066 55995 206151 44896215 9606687 0.92610 0.89980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 41018 41018 11255725 11296743 714837 178709 0 0 656035 675604 689118 714837 2735594 4103391 48459 52798 52116 41018 194391 164009 168901 172280 178709 683899 1025849 800059 1703 -17703 789059 547263 252796 23153 23153 800059 544763 2500 69608 69608 547263 590444 5943 51624 544763 584135 4600 15602 13893 590444 0.00000 1.00000 0.00000 0 0 804900 488914 315986 2064619 1575416 489203 805189 Charitable Gift Annuities 191074 Deferred Rent and Lease Incentive 549526 740600 X 10128394 -254333 -254333 10382727 0 10382727 11329871 0 11329871 0 11329871 Part V, Line 4: Funding for the payment of obligations and mission-related expenses, administrative expenses and the growth of financial surplus while seeking to maintain the purchasing power of the endowment funds. Part X, Line 2: Management evaluated NAMI's tax positions and concluded that NAMI's financial statements do not include any uncertain tax positions. 1 NAMI NYC Metro 505 8th Ave Ste 1103 New York NY 10018 133077692 501(c)(3) 10000 0 N/A N/A Chapter grant- programs 1 0 Scholarships to attend NAMI events 13 3777 N/A N/A NAMI Scientific Research Award 1 12500 N/A N/A Part I, Line 2: NAMI monitors use of grant funds through review of financial and performance report of grantees. X X X X X 0 0 0 0 0 0 0 0 0 Mary Giliberti Chief Executive Officer 182945 0 0 0 0 0 8678 0 19639 0 211262 0 0 0 David Levy Chief Financial Officer 122069 0 2750 0 0 0 5960 0 19603 0 150382 0 0 0 Charles R Harman Chief Development Officer 145979 0 3750 0 0 0 7119 0 22046 0 178894 0 0 0 Andrew Sperling Director, Federal Policy 138258 0 1750 0 0 0 6538 0 18024 0 164570 0 0 0 Ronald Honberg National Director, Policy and Legal 137080 0 1750 0 0 0 6263 0 9961 0 155054 0 0 0 Katrina Gay National Director, Communications 124831 0 2750 0 0 0 6133 0 24017 0 157731 0 0 0 X 18 73299 Traded Market Value 0 1 0 Form 990, Part III, Line 1, Organization Mission: Millions of people in the United States, 1 in 5 or nearly 60 million, face the day-to-day reality of living with a mental illness. NAMI, the National Alliance on Mental Illness, is the nation's largest grassroots mental health organization dedicated to providing advocacy, education, support and public awareness so that individuals and families affected by mental illness can build better lives. NAMI is the foundation for hundreds of NAMI State Organizations, NAMI Affiliates and volunteers who work in local communities across the country to raise awareness and provide essential and free education, advocacy and support group programs. In 2015, NAMI focused on strengthening and broadening its programs, reflecting the organization's strategy to build a movement, focus on youth and strengthen the organization. Form 990, Part III, Line 4a, Programs & Support: Programs & Support Highlights from 2015 include the following: NAMI partnered with Alpha Kappa Alpha Sorority (AKA), Inc. to expand mental health education, awareness and support activities on the campuses of colleges and universities and in local communities. The partnership enabled NAMI and AKA, the nation's oldest sorority founded by African American college-trained women, to prepare new volunteer leaders for the future and reach broader constituencies as part of a growing movement to address unmet mental health needs. In addition, NAMI launched Say It Out Loud, a program to help faith communities and civic organizations start conversations about mental health with youth. Together with NAMI State Organizations and NAMI Local Affiliates, NAMIWalks hosted more than 80 Walks that promoted awareness and wellness. The funds raised by the Walks help NAMI State Organizations and NAMI Local Affiliates provide educational and support programs at no cost to those impacted by mental illness and their families. The NAMI HelpLine (800-950-NAMI) responded to more than 40,000 requests from individuals needing support, referral and information. More than 60 fact sheets on a variety of topics are available along with referrals to NAMI Local Affiliates across the country. Form 990, Part III, Line 4b, Education & Research: Education & Research Highlights from 2015 include the following: There were 241,275 reported participants in NAMI's education programs. NAMI taught its first NAMI Homefront course to address the unique needs of family, caregivers and friends of those who have served or are currently serving in the military. NAMI awarded five-year grants to promote research in serious mental illness to two leading university departments of psychiatry-The University of Michigan Health System's Department of Psychiatry and the McLean Hospital Psychotic Disorders Division, affiliated with Harvard Medical School. NAMI organized the OK2Talk Research Summit to help communicate with young adults, improve early identification and engagement and save lives. Leading experts in big data, anthropology, linguistics, brain science, social science and communications came together to set a transformation in motion. With the National Institute of Mental Health (NIMH), NAMI announced the release of highly anticipated, innovative research on mental health. Two studies from NIMH's Recovery After an Initial Schizophrenia Episode (RAISE) program looked at how best to treat people with early psychosis. Form 990, Part III, Line 4c, Policy & Advocacy: Policy & Advocacy Highlights from 2015 include the following: NAMI published two major policy reports that received broad media coverage and influenced public debate. A Long Road Ahead: Achieving True Parity in Mental Health and Substance Use Care called for enforcement of the 2008 landmark federal parity law. State Mental Health Legislation: Trends, Themes and Effective Practices surveyed state approaches to mental health care and called on Congress to pass comprehensive mental health legislation to support state innovations. NAMI endorsed a bipartisan bill, H.R. 2646, which a health subcommittee in the House of Representatives approved in December; S. 1945, its companion bill in the Senate; and S. 2002, which would reduce criminalization of mental illness. Thousands of NAMI members contacted their legislators seeking action on these bills. NAMI continued to build support for early identification and intervention for first episode psychosis (FEP). A Congressional briefing highlighted the results of an NIMH study that found that early combinations of medication, therapy, family education and social supports lead to better outcomes. Through NAMI's efforts, Congress took a major step forward by increasing from 5% to 10% the proportion of mental health block grants to states dedicated to FEP programs. NAMI advocated for the successful passage of the Clay Hunt Suicide Prevention for American Veterans Act, which addresses suicide among veterans. NAMI also worked with federal agencies to promote data collection on suicides and to release data. Public Awareness & Information Campaigns: Throughout the year, but particularly during Mental Health Month in May, National Minority Mental Health Awareness Month in July and Mental Illness Awareness Week in October, NAMI launched campaigns to raise public awareness of mental illness. Such campaigns fought stigma, provided support, educated the public and advocated for equal care. The following are some campaign highlights: NAMI launched "Hope Starts with You," a campaign of public service announcements (PSAs) for television. NAMI also conducted a media tour to get Congress to pass comprehensive mental health legislation. The tour featured about 20 interviews to news programs and talk shows and reached 17 million listeners through 8,600 networks or stations. NAMI began a two-year partnership with philosophy, a well-being beauty brand. To mark the partnership, NAMI launched stigmafree, a campaign to shift social and systemic barriers for those living with mental health conditions and encourage acceptance and understanding. By the end of the year, more than 10,000 people had taken the stigmafree pledge. NAMI's website, www.nami.org, reached more than 8 million visitors in 2015. Visitors learned more about mental illnesses, medication and treatment, found support and resources and got involved with advocacy efforts. NAMI also launched the mobile app AIR (Anonymous. Inspiring. Relatable.), which enabled people to find and give support anonymously through smart phones and computer tablets. NAMI's new Stepping Up Initiative strives to divert people with mental illness from jails and into treatment. The campaign included a powerful coalition of national agencies, law enforcement associations, mental health organizations and substance abuse organizations. The initiative developed a series called "31 Days, 31 Stories," featuring a new profile each day during Mental Health Month in May. Form 990, Part VI, Section A, line 6 NAMI is a member organization. NAMI membership takes three forms: (1) individual members, who belong to local affiliates and whose enrollment determines their respective affiliate's voting power, (2) affiliates, the local NAMI presence and major voting unit within the organization, and (3) state organizations, which each have a vote and serve to support and coordinate the affiliates within their respective states. The affiliates and state organizations vote to elect the NAMI national board of directors and to amend the NAMI bylaws. Form 990, Part VI, Section A, line 7a The annual meeting of the members of NAMI shall be held in the summer unless otherwise directed by the Board of Directors, on such dates and at such place as the Board of Directors shall designate. Voting members representing 20% of the voting power of the membership shall constitute a quorum at any meeting of the members. Voting members shall designate delegates to vote at the annual meeting. Voting members may be represented by written proxy. The delegates shall act by majority vote at any meeting of the voting members at which a quorum is present, except as may be specifically provided to the contrary elsewhere in the Bylaws. Voting may be conducted by absentee ballot, or onsite. All affiliates and state organizations in good standing are eligible to vote. Those delegates whose affiliate or state organization is in good standing but who did not meet the credentialing deadlines may seek to vote on site. Every effort will be made to make this possible, assuming verification of the individual's role and identity can be confirmed. Form 990, Part VI, Section A, line 7b Revisions or amendments may be proposed by any voting member, or by any Director. Any such proposed amendments shall be submitted in writing by United States Postal Service, either by registered mail, certified mail, Express Mail or Priority Mail, or any other USPS service offering Return Receipts or Signature Confirmation to a Bylaws Committee not less than ninety (90) days prior to the date of the next annual meeting. Each voting member shall receive all proposed revisions or amendments to the Bylaws not less than thirty (30) days prior to the next annual meeting. A two-thirds majority of the voting power of the membership voting shall be required to amend the Bylaws. Form 990, Part VI, Section B, line 11 The entire board receives a copy of the return and meets to review, discuss and approve the return for filing. Form 990, Part VI, Section B, line 12c Any employee of NAMI who believes they may have a conflict of interest must indicate those conflicts in writing and send them to the Chief Financial Officer's confidential attention for resolution. The NAMI board monitors potential conflicts of interest by requiring an annual disclosure statement from each member which must be reviewed and updated quarterly, based on updated vendor and donor information, prior to each board meeting. Board members discuss their disclosures quarterly and determine what recusal or other action may be appropriate and under what circumstances. This process is codified in the board's operating policies and procedures manual. Form 990, Part VI, Section B, line 15 The salary for the Executive Director is determined and approved by the Board of Directors. Salary decisions for all employees are made using comparability data for similar positions in comparable organizations. Form 990, Part VI, Section C, line 18 NAMI makes its Form 1023 available upon request. NAMI makes available a public disclosure copy of its Federal Form 990 on its website and upon request. Form 990, Part VI, Section C, line 19 NAMI makes its governing documents, conflict of interest policy, strategic plan and audited financial statements available for view online. Form 990, Part XII, Line 2c: NAMI's Audit Committee assumes responsibility for oversight of the audit of its financial statements and selection of its independent accountant. This process is consistent with previous years.